See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,588 | $148,978+52.1% | $200,582+13.0% | $84,808+167.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.30% | 28.16%-13.9pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $8,236 | $4,815+71.1% | $6,419+28.3% | $2,631+213.1% |
| Participant deferral / active EE | $6,122 | $7,142-14.3% | $9,331-34.4% | $4,212+45.4% |
| Admin fee / account holder | $23,054 | $13,977+64.9% | $16,305+41.4% | $7,344+213.9% |